See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,839 | $96,635-91.9% | $86,612-90.9% | $139,434-94.4% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 36.00% | 106.41%-70.4pp | 591.07%-555.1pp | 372.94%-336.9pp |
| Employer contribution / active EE | $264 | $3,263-91.9% | $3,022-91.3% | $4,751-94.4% |
| Participant deferral / active EE | $2,909 | $4,836-39.8% | $4,438-34.4% | $6,710-56.6% |
| Admin fee / account holder | $23 | $6,408-99.6% | $5,614-99.6% | $11,403-99.8% |